A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 23,224 shares of RVT stock, worth $365,313. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,224
Previous 23,292 0.29%
Holding current value
$365,313
Previous $337,000 8.01%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$14.28 - $16.01 $971 - $1,088
-68 Reduced 0.29%
23,224 $364,000
Q2 2024

Jul 11, 2024

BUY
$13.85 - $15.17 $322,594 - $353,339
23,292 New
23,292 $337,000
Q4 2023

Jan 16, 2024

BUY
$11.93 - $14.72 $277,062 - $341,857
23,224 New
23,224 $338,000

Others Institutions Holding RVT

About ROYCE VALUE TRUST, INC.


  • Ticker RVT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of...
More about RVT
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